Financial Planning and Wealth Management in Washington, MO

Financial Advisors In in Washington, MO.

When you need a financial advisor, we encourage Washington, MO. residents to contact One Bridge Wealth Management. We are an independent firm with a team of dedicated professionals who care about our clients and their families. At One Bridge, we believe that integrity and a client-first approach is fundamental to achieving long term success. Our clients’ success is our success. We take pleasure in bringing you the personalized service you want and ought to expect from a financial advisor. We’ll take the time to get to know you, so we can better understand your needs and goals for the future. We’d like you to think of us as your family's outsourced CFO and refer your financial concerns and questions to us. 
What We Provide

At One Bridge, we provide a comprehensive set of services that incorporates many areas of wealth management. Here is the short list of some of the topics we’ll cover with you depending on your financial goals:
  • Investment Management
  • Tax Strategies
  • Risk Management & Insurance
  • Retirement Planning
  • Estate Planning
  • Business Planning
  • Employee Retirement Plan Consulting 
  • Employer Retirement Plan Consulting 
Whatever your specific financial needs and goals, we can help you design a tailor-made financial plan to work toward them. For more information on any of these topics, click on their self-titled pages right here on our website. Or, if you’d rather have a call to discuss your future with us, feel free to schedule an appointment for a consultation with John or Mark. We look forward to serving you. In the meantime, here is some information on two of these subjects that interest Washington, MO. residents. 

Tax Strategies

If you are just searching for tax services in Washington, MO. then you’ll likely need an accounting firm. On the other hand, if you want the kind of tax strategy that advises you on ways you can lower your taxable income and tax-efficient investment strategies, then you might be in the right place. Though we don't provide tax preparation services, we’ll assist you with suggestions that help make the tax code work more in your favor. One Bridge helps you optimize the value of your assets, while minimizing the amount of taxes you pay. We can help you with capital gains tax management, Roth conversions, and qualified charitable donations. We can even help you reduce your taxes in retirement via an optimal withdrawal strategy. 

Estate Planning

Life is unpredictable, and when you have assets, you want them to go to your loved ones with minimal hassle and minimal costs. The simplest way to do this is to title your assets appropriately with primary and contingent beneficiaries, possibly designated as per stirpes. But, perhaps you have additional concerns. Maybe you are worried that your daughter and son-in-law might get divorced down the road and you don’t want him having access to your estate. Maybe you have a concern about how your heir is going to spend their inheritance. In this case, maybe establishing a trust might be appropriate. One Bridge Wealth Management can help make sense of all your options, as the financial advisors Washington, MO. can call.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situations.

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